Heritage Wealth Management (Arizona)’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.38M | Buy |
17,570
+9,329
| +113% | +$1.27M | 0.34% | 53 |
|
|
2022
Q3 | $1.19M | Buy |
8,241
+189
| +2% | +$27.3K | 0.38% | 51 |
|
|
2022
Q2 | $1.36M | Sell |
8,052
-154
| -2% | -$25.9K | 0.45% | 46 |
|
|
2022
Q1 | $1.52M | Buy |
+8,206
| New | +$1.52M | 0.41% | 48 |
|
|
2021
Q3 | $955K | Buy |
5,508
+705
| +15% | +$122K | 0.34% | 55 |
|
|
2021
Q2 | $937K | Buy |
4,803
+51
| +1% | +$9.95K | 0.36% | 59 |
|
|
2021
Q1 | $818K | Buy |
+4,752
| New | +$818K | 0.46% | 51 |
|